Purchases and Sales Made in Q1 2024 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q1 2024. The information is specifically focused on institutions that hold shares of BlackRock Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17+ 2.5% |
$13.2K - $14.3K
|
696
$665K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
17+ 0.94% |
$13.2K - $14.3K
|
1.83K
$1.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17+ 0.58% |
$13.2K - $14.3K
|
2.96K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
17+ 0.83% |
$13.2K - $14.3K
|
2.07K
$1.98M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 1.02% |
$13.2K - $14.3K
|
1.69K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
17+ 1.12% |
$13.2K - $14.3K
|
1.54K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 1.98% |
$13.2K - $14.3K
|
877
$838K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
16+ 160.0% |
$12.4K - $13.5K
|
26
$24.8K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16+ 10.06% |
$12.4K - $13.5K
|
175
$167K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
16+ 0.16% |
$12.4K - $13.5K
|
10.1K
$9.62M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
16+ 5.16% |
$12.4K - $13.5K
|
326
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
15New |
$11.6K - $12.6K
|
15
$14.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
15+ 5.66% |
$11.6K - $12.6K
|
280
$268K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 13.39% |
$11.6K - $12.6K
|
127
$121K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
15+ 5.77% |
$11.6K - $12.6K
|
275
$263K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
15+ 1.26% |
$11.6K - $12.6K
|
1.21K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
14New |
$10.8K - $11.8K
|
14
$13.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14+ 1.41% |
$10.8K - $11.8K
|
1.01K
$962K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14+ 1.34% |
$10.8K - $11.8K
|
1.06K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 5.6% |
$10.8K - $11.8K
|
264
$252K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
14+ 0.36% |
$10.8K - $11.8K
|
3.85K
$3.68M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 35.9% |
$10.8K - $11.8K
|
53
$50.6K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
14+ 1.52% |
$10.8K - $11.8K
|
934
$893K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14+ 1.64% |
$10.8K - $11.8K
|
868
$829K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
14+ 1.78% |
$10.8K - $11.8K
|
800
$765K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 4.27% |
$10.8K - $11.8K
|
342
$327K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
13+ 1.59% |
$10.1K - $10.9K
|
829
$792K
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
13+ 1.88% |
$10.1K - $10.9K
|
703
$672K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.28% |
$10.1K - $10.9K
|
4.72K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13+ 1.33% |
$10.1K - $10.9K
|
990
$946K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
12+ 1.74% |
$9.29K - $10.1K
|
703
$672K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
12+ 2.85% |
$9.29K - $10.1K
|
433
$414K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
12+ 2.71% |
$9.29K - $10.1K
|
455
$435K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 1.07% |
$9.29K - $10.1K
|
1.13K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 0.31% |
$9.29K - $10.1K
|
3.89K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12+ 4.62% |
$9.29K - $10.1K
|
272
$260K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12+ 171.43% |
$9.29K - $10.1K
|
19
$18.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
11New |
$8.52K - $9.26K
|
11
$10.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 57.89% |
$8.52K - $9.26K
|
30
$28.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11+ 0.21% |
$8.52K - $9.26K
|
5.28K
$5.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11+ 2.46% |
$8.52K - $9.26K
|
459
$439K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
11New |
$8.52K - $9.26K
|
11
$10.5K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 0.91% |
$8.52K - $9.26K
|
1.22K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.25% |
$8.52K - $9.26K
|
4.44K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.23% |
$7.74K - $8.42K
|
822
$786K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
10+ 0.06% |
$7.74K - $8.42K
|
15.4K
$14.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10+ 0.99% |
$7.74K - $8.42K
|
1.02K
$977K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
10New |
$7.74K - $8.42K
|
10
$9.56K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 2.21% |
$7.74K - $8.42K
|
462
$442K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
10+ 3.47% |
$7.74K - $8.42K
|
298
$285K
|